About Svan Investment
Svan Investment is a Financial Services company based in Mumbai (India) founded in 2019 by Sachin Kasera and Jigar Shah. It offers data-driven investment management and portfolio construction for client wealth growth. It operates on a B2B model in Financial Services and Technology sectors. Its Indian entity Svan Investment Managers Llp reported revenue of ₹1.81 Cr. Svan Investment offers products and services including Investment Management Services and Portfolio Construction. Its focus areas include FinTech, Investment Tech, Wealth Management and Portfolio Management.
Company details
Svan Investment is a research-focused, data-driven firm that specializes in generating sustainable alpha through fundamental research and portfolio management. They prioritize client experience, ethical practices, and alignment of interests to protect and grow wealth. Based in Mumbai, India, they serve professional investors with responsive services and methodical investment selection, focusing on equities and long-term strategies.
- Headquarters Mumbai, India
- Founders Sachin Kasera, Jigar Shah
- SectorsFinancial ServicesTechnology
- Email••••••••
- Website svaninvestments.com
- Legal Name Svan Investment Managers Llp
- Date of Incorporation 10 Dec, 2021
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹1.81 Cr
FY 2024 · +110% YoY
Associated legal entities of Svan Investment
Svan Investment operates through Svan Investment Managers Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Svan Investment Managers Llp CIN AAZ-8442 | Active | 10 Dec 2021 | Mumbai, Maharashtra | ₹1.8 Cr | 3 | View details |
Products & Services of Svan Investment
Svan Investment offers a comprehensive portfolio of products and services, including Investment Management Services and Portfolio Construction.
Provides data-driven portfolio construction and wealth growth strategies
Offers fundamental research-based investment approaches for clients
Board of directors of Svan Investment Managers Llp (Svan Investment)
Svan Investment Managers Llp is the primary company behind Svan Investment. The board of Svan Investment Managers Llp currently have 3 directors; the longest-serving is Jigar Chandrakant Shah, appointed in 2021.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Jigar Chandrakant Shah DIN 09432100 | Designated Partner | 10 Dec 2021 | 4 yrs 10 mo | Svan Investment Managers Llp |
| Varsha Kasera DIN 09432099 | Designated Partner | 10 Dec 2021 | 4 yrs 10 mo | Svan Investment Managers Llp |
| Sachin Kasera DIN 07697310 | Designated Partner | 10 Dec 2021 | 4 yrs 10 mo | Svan Investment Managers Llp |
People of Svan Investment
2 people are tracked at Svan Investment (2 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder, CIO | Leadership | |
| Co-Founder | Leadership |
Complete people profiles for Svan Investment
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Svan Investment
Figures of Svan Investment Managers Llp, the primary company behind Svan Investment, for FY 2024. Revenue was ₹1.81 Cr (+110% year on year).
- ₹1.81 CrRevenue · FY 2024 · +110% YoY
Balance sheet, profit and loss, cash flow and ratios of Svan Investment Managers Llp are on its company page.
Detailed financial statements for Svan Investment
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Svan Investment (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Svan Investment
Svan Investment was founded in 2019.
Svan Investment is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Svan Investment, Svan Investment Managers Llp, reported revenue of ₹1.81 Cr for FY 2024, up 110% year on year.
Svan Investment is a research-focused, data-driven firm that specializes in generating sustainable alpha through fundamental research and portfolio management. They prioritize client experience, ethical practices, and alignment of interests to protect and grow wealth. Based in Mumbai, India, they serve professional investors with responsive services and methodical investment selection, focusing on equities and long-term strategies.
Svan Investment offers Investment Management Services and Portfolio Construction.
Svan Investment operates through Svan Investment Managers Llp.
The legal entities of Svan Investment currently have 3 directors, including Jigar Chandrakant Shah, Varsha Kasera, Sachin Kasera.